|
1301
|
Members Trust
Tampa,
Florida
|
$255K
|
+$28.1K
|
+656
|
+12%
|
|
|
1302
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$253K
|
–
|
–
|
–
|
|
|
1303
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$253K
|
–
|
–
|
–
|
|
|
1304
|
Westport Resources Management
Westport,
Connecticut
|
$252K
|
-$521K
|
-12,170
|
-67%
|
|
|
1305
|
IberiaBank
Lafayette,
Louisiana
|
$252K
|
-$124K
|
-2,894
|
-33%
|
|
|
1306
|
Bison Wealth
Atlanta,
Georgia
|
$251K
|
-$87.5K
|
-2,043
|
-26%
|
|
|
1307
|
South Texas Money Management
San Antonio,
Texas
|
$250K
|
-$135K
|
-3,139
|
-35%
|
|
|
1308
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$249K
|
+$31.1K
|
+726
|
+14%
|
|
|
1309
|
Lau Associates
Greenville,
Delaware
|
$248K
|
-$17.1K
|
-400
|
-6%
|
|
|
1310
|
RGT Wealth Advisors
Dallas,
Texas
|
$248K
|
+$251K
|
+5,856
|
New
|
|
|
1311
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$247K
|
+$22.3K
|
+520
|
+10%
|
|
|
1312
|
Southport Capital Management
Chattanooga,
Tennessee
|
$246K
|
-$40.5K
|
-946
|
-14%
|
|
|
1313
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$246K
|
-$19.1K
|
-446
|
-7%
|
|
|
1314
|
Signature Financial Management
Norfolk,
Virginia
|
$246K
|
–
|
–
|
–
|
|
|
1315
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$245K
|
-$81.5K
|
-1,901
|
-25%
|
|
|
1316
|
Manchester Capital Management
Manchester,
Vermont
|
$245K
|
–
|
–
|
–
|
|
|
1317
|
Accredited Investors
Edina,
Minnesota
|
$242K
|
-$1.58K
|
-37
|
-0.6%
|
|
|
1318
|
Cabot Wealth Management
Salem,
Massachusetts
|
$242K
|
–
|
–
|
–
|
|
|
1319
|
Fiera Capital (Europe)
Grand Cayman,
Cayman Islands
|
$242K
|
–
|
–
|
–
|
|
|
1320
|
Charter Research & Investment Group
Southport,
Connecticut
|
$241K
|
–
|
–
|
–
|
|
|
1321
|
Premier Asset Management
Chicago,
Illinois
|
$241K
|
–
|
–
|
–
|
|
|
1322
|
Advisory Services Network
Atlanta,
Georgia
|
$241K
|
+$31.5K
|
+735
|
+15%
|
|
|
1323
|
Goelzer Investment Management
Carmel,
Indiana
|
$240K
|
–
|
–
|
–
|
|
|
1324
|
Outfitter Advisors
Mclean,
Virginia
|
$238K
|
–
|
–
|
–
|
|
|
1325
|
Wealth Architects
Mountain View,
California
|
$238K
|
+$300
|
+7
|
+0.1%
|
|
